Connects directly to thousands of banks and financial institutions worldwide to automatically download transactions, balances, and investment data. Supports OFX, QFX, and QIF formats for financial data import.
Comprehensive investment portfolio management with support for stocks, bonds, mutual funds, ETFs, and other securities. Tracks cost basis, dividends, splits, and performance metrics.
Native support for transactions in multiple currencies with automatic exchange rate updates. Handles currency conversions and tracks gains/losses from exchange rate fluctuations.
Built-in extension system allowing users to add functionality through community-developed and official extensions. Includes a built-in programming interface for custom development.
Desktop application with free companion mobile apps for iOS and Android that sync data securely. Mobile apps allow transaction entry, account viewing, and basic management on the go.
Comprehensive reporting engine with customizable graphs, charts, and data exports. Includes standard financial reports plus specialized reports for taxes, investments, and budgeting.
Individuals and families use Moneydance to track daily expenses, create and monitor budgets, and achieve financial goals. By connecting bank accounts and credit cards, users automatically import transactions, categorize spending, and use budgeting tools to identify areas for savings. The software provides visual reports showing spending patterns over time, helping users make informed decisions about their finances and work toward specific financial objectives like debt reduction or saving for major purchases.
Small business owners and freelancers utilize Moneydance for basic business accounting needs. They track income and expenses, manage accounts payable/receivable, generate profit/loss statements, and prepare data for tax filing. The double-entry accounting system ensures accuracy, while features like invoicing (through extensions) and expense categorization help separate business and personal finances. This use case is particularly valuable for sole proprietors and very small businesses needing robust accounting without the complexity of enterprise systems.
Investors use Moneydance to consolidate and track all their investment accounts in one place. The software downloads transactions from brokerage accounts, tracks cost basis, calculates unrealized gains/losses, and monitors portfolio performance. Users can view asset allocation, dividend income, and investment returns across multiple accounts. This comprehensive view helps investors make better decisions about rebalancing, tax-loss harvesting, and overall investment strategy without needing separate portfolio management software.
Expatriates, frequent travelers, and individuals with international financial interests benefit from Moneydance's robust multi-currency support. Users can maintain accounts in different currencies, track exchange rate fluctuations, and properly account for currency gains/losses. The software handles complex scenarios like foreign income, overseas investments, and expenses in multiple currencies, providing accurate financial reporting regardless of where transactions occur. This is particularly valuable for those living abroad or conducting business internationally.
Individuals planning for retirement use Moneydance to project future financial needs and track progress toward retirement goals. By consolidating all accounts including retirement accounts (401k, IRA), pensions, Social Security estimates, and other assets, users get a complete net worth picture. The reporting tools help model different scenarios, track savings rates, and monitor investment performance relative to retirement targets. This comprehensive view supports better decision-making about contribution levels, investment choices, and retirement timing.
Sign in to leave a review
15Five People AI is an AI-powered platform used within hr people ops workflows. It helps teams automate repetitive steps, surface insights, and coordinate actions across tools using agent-based patterns when deployed with proper governance.
23andMe is a pioneering personal genomics and biotechnology company that offers direct-to-consumer genetic testing services, empowering individuals with insights into their ancestry, health, and traits. By analyzing DNA from a simple saliva sample, 23andMe provides detailed reports on ancestry composition, breaking down genetic heritage across over 150 populations. Additionally, it offers FDA-authorized health predisposition reports for conditions like Parkinson's disease and BRCA-related cancer risks, carrier status reports for over 40 inherited conditions, and wellness reports on factors like sleep and weight. The platform includes features like DNA Relatives, connecting users with genetic matches, and traits reports exploring physical characteristics. Founded in 2006, 23andMe emphasizes privacy and data security, allowing users to control their information and opt into research contributions. With a user-friendly interface and extensive genetic database, it makes complex genetic information accessible and actionable for personal discovery and health management.
[24]7.ai is an AI-powered customer engagement platform designed to transform how businesses interact with customers by delivering personalized, efficient service across multiple channels. It leverages advanced natural language processing and machine learning to create intelligent virtual agents capable of handling diverse inquiries, from basic FAQs to complex transactions. The platform supports omnichannel deployment, including web chat, mobile apps, social media, and voice, ensuring seamless customer experiences. Key features include real-time analytics, integration with existing CRM and communication systems, and continuous learning capabilities that improve AI performance over time. Targeted at enterprises in sectors like retail, banking, telecommunications, and healthcare, [24]7.ai helps reduce operational costs, enhance customer satisfaction, and scale support operations effectively. Its robust security measures comply with industry standards such as GDPR and HIPAA, making it a reliable solution for data-sensitive environments.
